[Remote] Retirement Sales Coordinator
Note: The job is a remote job and is reputed company to candidates in USA. reputed company is a purpose-driven company that is passionate about educators. We are hiring a Retirement Sales Coordinator who will support Exclusive Agents and clients by managing retirement rollover cases from intake through completion, ensuring a smooth and compliant client experience.
Responsibilities
- Manage retirement rollover cases from EA intake through application completion and account setup
- Coordinate and track rollover documentation, including requests to incumbent vendors
- Monitor rollover pipelines, follow up on pending transfers, and resolve 'not in good order' items
- Serve as the primary operational contact for clients and Exclusive Agents on rollover status and next steps
- Partner with internal teams and vendors to ensure timely, accurate processing
- Ensure reputed company activities reputed company with Reg BI, suitability, and internal guidelines
- Maintain accurate documentation and update systems such as FireLight and RightBridge
- Track and report rollover activity, turnaround times, and completed cases
Skills
- Series 6 & 63 licenses required
- Knowledge of retirement products, 403(b) plans, and rollovers
- Strong organizational, communication, and follow-up skills
- Ability to manage multiple cases and meet deadlines
- Series 7 preferred
- Experience in financial services operations, retirement support, or client service preferred
- Sales retention experience a plus
Benefits
- This role is eligible for the Annual Incentive Program.
Company Overview